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HBKS is a Financial Times Top Registered Investment Adviser


June 28, 2018 – HBKS® Wealth Advisors (HBKS) is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

This is the fifth annual FT 300 list, and the fifth appearance on the list for HBKS, the wealth management business of HBK CPAs & Consultants (HBK). The Top 300 is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the asset management industry.

“We are pleased to be included again in this prestigious collection of firms,” noted HBK CEO and Managing Principal Chris Allegretti. “The Financial Times Top RIA 300 is a good starting point for an investor looking for a capable, reliable advisor with a superior track record.”

RIA firms that apply for the list have met a minimum set of criteria. Applicants are then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.

Click here to read the full article from the Financial Times.

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